+162.6%
PAYX vs RY
+377.5%
-214.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | -7.9% | -2.9% | -5.0% | -6.2% |
| 30D | -5.0% | -2.0% | -3.0% | -4.0% |
| 3M | +15.1% | +4.9% | +10.3% | +11.0% |
| 6M | +23.9% | +26.1% | -2.2% | +5.7% |
| YTD | +6.2% | +22.4% | -16.2% | -7.9% |
| 1Y | -9.6% | +44.7% | -54.4% | -30.0% |
| 3Y | +5.8% | +155.7% | -149.8% | -45.6% |
| 5Y | +22.0% | +137.7% | -115.7% | -34.6% |
| All | +162.6% | +377.5% | -214.9% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling